Analysis & Opinion

Distribution Verve

Distribution Verve: Neil Menard of StepStone Private Wealth

Analysis

Alternative thinking: Strive for balance not bravado

Downside risk is inevitable, writes Tom May, but unmanageable losses are not

Analysis

Planet MPS: Models of consistency

Andy Parsons digs deeper into the numbers of the top-performing MPS offerings

Analysis

Monday Club – 09/02/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Rebalance of powers’ and ‘Softwar(e)’

Partner zone

Compounding Opportunity in Bonds

PIMCO

Sustainable investing quarterly update – January 2026

ROYAL LONDON ASSET MANAGEMENT

Scottish Mortgage on the New Growth Epoch

BAILLIE GIFFORD

Emerging and frontier markets outlook 2026: Super cycle redux

REDWHEEL

Mean Reversion Machine

Mean Reversion Machine – GW25: Beware the green-eyed monster

A regular excuse to use fantasy football as a metaphor for portfolio management

Distribution Verve

Distribution Verve: Pat Sanderson of Janus Henderson Investors

The current thinking and future plans of heads of distribution at asset management groups

Analysis

Boutique Critique: Palm Harbour Global Value

Independently-minded stockpickers are harder to find these days, writes Alex Paget, but they do exist

Analysis

Richard Warne: Cut through the AI, energy and inflation noise

Today’s headlines can be loud and often unsettling but the key for investors is not to overreact

Partner zone

GIB ASSET MANAGEMENT

Emerging Markets outlook 2026: Strengthening fundamentals after a constructive 2025

Emerging Markets are entering a phase of renewed opportunity as strengthening fundamentals, improving earnings momentum and easing policy pressures reshape...

BROOKFIELD

European Direct Lending: Early Innings

We believe Europe is still early in its private credit journey, with significant growth ahead. Direct lending has risen to...

RESEARCH AFFILIATES

2025’s Implications for the Future: “Some Like it Hot”?

Investors may want to prepare for a decade of higher nominal rates, fiscal fragility, and episodic volatility. Navigating this next...

POLEN CAPITAL

AI’s Second Act: From Suppliers to Appliers

Why value is shifting from AI infrastructure to the businesses that integrate and monetize it.

Choice Words

Choice words

Choice Words: Luke Hyde-Smith co-head of multi-asset at W1M

On four key investment criteria, instilling a more risk-taking culture – and one 'crabby' toddler

17.54 min

Choice words

Choice Words: Paul Angell, head of investment research, AJ Bell

On wealth management’s purpose, a ‘North Star’ mantra and freefall at 30,000 feet

24:46 min

Choice words

Choice Words: James Klempster, deputy head of multi-asset at Liontrust

On long-term thinking, blending portfolios and a brush with a gun-toting priest

29:56 min

Partner Videos

Partner Video

Investment views: US midcaps are a ‘tremendous fishing pond’ for active investors

Barrow & Hanley head of US equities Mark Giambrone makes the case for an allocation to US midcaps

01:52 min

Podcast

Gold is exciting, but what about Silver? Baker Steel’s David Baker, Episode 2

Baker Steel’s David Baker discusses why investors can remain optimistic on the outlook for gold-mining equities – and arguably be...

23:48 min

Partner Video

Investment views: ‘Carbon is probably the most impactful investment you can have’

KraneShares head of strategy Luke Oliver on the case for investing in carbon

08:55 min

Analysis & Opinion

Partner zone

Choice Words

Partner Videos

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